Show Notes
Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit
GotTheGold.com. I'm your host, Justin 2.0.
This is Game Theory. Today we're talking about Larian Studios and what happens when you create the biggest RPG of the decade. Now let's get into it.
The Bold Move:
• Baldur's Gate 3 won Game of the Year at The Game Awards 2023
• Sold over 15 million copies
• Brought millions of new players to Dungeons & Dragons
• Most successful CRPG in history
• Larian Studios just announced they're walking away from it — no Baldur's Gate 4, no expansions
• Working on two brand new RPGs instead
Why This Is Unprecedented:
• Most studios would milk a success like BG3 for years with sequels, DLC, and spin-offs
• Larian's founder Swen Vincke said they want creative freedom
• Don't want to be "the Baldur's Gate studio forever"
• Want to build something entirely theirs
What Made Baldur's Gate 3 Special:
• Faithful to D&D: Used 5th Edition ruleset almost exactly as written — dice rolls, saving throws, spell slots worked like the tabletop game
• Player Choice Mattered: Every decision had consequences. Talk your way out of fights, betray companions, romance a mind flayer. Game didn't judge, just reacted
• Phenomenal Writing: Every companion had depth, every side quest had stakes. Astarion's trauma, Shadowheart's faith crisis, Gale's hubris — characters you cared about
Why Walk Away?
• Baldur's Gate is owned by Wizards of the Coast — Larian had to follow their rules, get approval, share profits
• Larian wants to own their next projects outright with full creative control
• Working within D&D's extensive ruleset was "very complicated and a fine line to walk"
• Decision wasn't about problems with Wizards (they were great licensors) — Larian is driven by creating big new things, not rehashing previous work
The Risk:
• Baldur's Gate is a proven brand — fans would buy BG4 on day one
• Walking away from guaranteed revenue takes guts
• But Larian has a track record: Divinity: Original Sin 2 was critically acclaimed
• They know how to build worlds and tell stories
What Are They Working On?
• Two new RPGs simultaneously (new approach for the studio)
• Exploring new settings and mechanics, possibly science fiction
• One game is further along than the other
• Experimenting, not playing it safe
• Vincke hinted at "a very big RPG that will dwarf them all"
What This Means for D&D:
• BG3 brought millions of new players to tabletop D&D
• Propelled D&D core rulebooks to top of Amazon's bestseller lists
• Hasbro reported standout performance in gaming products
• Now Wizards of the Coast needs to find a new studio for the next D&D video game
• Massive shoes to fill
What This Means for CRPGs:
• Larian proved turn-based, story-driven RPGs can compete with action games and shooters
• BG3 was a cultural phenomenon — unheard of for a CRPG
• Other studios paying attention: Owlcat Games (Pathfinder), Obsidian (Avowed)
• The CRPG renaissance is real, and Larian started it
What This Means for Larian:
• Betting everything on their ability to create new worlds players love as much as Baldur's Gate
• If they succeed, they'll be one of the most respected studios in the industry
• If they fail, people will say they should have stuck with D&D
• That's the risk, the pressure, and why this is so exciting
Bottom Line:
Larian Studios won Game of the Year and walked away from the franchise that made them famous. They're building two new RPGs with full creative control. It's risky, it's bold, and it's exactly what the industry needs. More studios taking chances. More original worlds. More games that respect players' intelligence. Baldur's Gate 3 raised the bar. Now Larian's trying to raise it again. And we get to watch it happen.
That's Game Theory. Subscribe if you haven't already. Visit
GotTheGold.com. Stay sharp.
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